A leading global fund services provider is looking for a client focused individual with a background in client services to join their team on a contract basis
This is a fast paced role where the successful candidate will be responsible for overall service for clients. Working closely with operational teams and management and utilising their knowledge of services to provide clients with information and suggestions to add value to the relationship.
Ensures connectivity across operational teams within both organisations for clients.
Work closely with counterparts from the operational teams to ensure smooth service delivery of key priority projects.
Plans and facilitates client meetings/calls including scheduling client service review meetings/calls and visits; preparation for and follow up of client meetings.
In conjunction with the Relationship managers, engages with the Client on difficult /complex issues.
Consistently displays a balanced, cross-functional perspective, liaising with the business to proactively improve efficiency, effectiveness and productivity.
In partnership with the Relationship Managers, prepares for and potentially attend Board Meetings and is responsible for reviewing board packs and following up action items raised during the meetings.
The ideal candidate will have a strong track record with multiple years experience in financial servicing, preferably in trust or asset servicing.
Knowledge of trust or asset management and accounting required to manage client relationships.
Knowledge of general finance and portfolio management concepts to consult on client needs.
Skills in negotiation, delegating and leadership are necessary to service the client relationship.
Morgan McKinley is acting as an Employment Business in relation to this vacancy.